Xton Access Manager USER MANUAL XTON TECHNOLOGIES, LLC | PHILADELPHIA Copyright © 2019. Xton Technologies LLC. Contents Xton Access Manager (XTAM) User Manual ........................................................................................................................... 5 Getting Started .................................................................................................................................................................... 5 Technical Support ........................................................................................................................................................... 5 Other Documentation ......................................................................................................................................................... 5 Navigating the User Interface ................................................................................................................................................. 6 Navigation menu ................................................................................................................................................................. 6 User Settings ................................................................................................................................................................... 6 Records ............................................................................................................................................................................ 6 Administration ................................................................................................................................................................ 7 Reports ............................................................................................................................................................................ 9 Searches ........................................................................................................................................................................ 10 Management ................................................................................................................................................................. 10 Application Toolbar ........................................................................................................................................................... 11 Login and Logout ........................................................................................................................................................... 11 Record List ......................................................................................................................................................................... 12 Go to Parent .................................................................................................................................................................. 12 Bulk Actions ................................................................................................................................................................... 12 Manage ......................................................................................................................................................................... 13 Reports .......................................................................................................................................................................... 13 Paste .............................................................................................................................................................................. 13 Add Container / Add Folder .......................................................................................................................................... 14 Add Record .................................................................................................................................................................... 14 Refresh .......................................................................................................................................................................... 14 Subscribe to Alerts ........................................................................................................................................................ 14 Add / Remove from Favorites ....................................................................................................................................... 14 Records.................................................................................................................................................................................. 14 Create a New Record ........................................................................................................................................................ 14 Create New Record Page .............................................................................................................................................. 14 Viewing a Record .............................................................................................................................................................. 15 Split View....................................................................................................................................................................... 16 Editing a Record ................................................................................................................................................................ 16 Sharing a Record ............................................................................................................................................................... 16 Deleting a Record .............................................................................................................................................................. 18 Managing a Record ........................................................................................................................................................... 18 Archive/Restore Records .............................................................................................................................................. 18 Working with Multiple Records (Bulk Actions) ................................................................................................................. 19 Clipboard Actions (Copy, Cut, Paste, Link) ........................................................................................................................ 19 Finding Objects.................................................................................................................................................................. 20 Containers (Folders and Vaults) ............................................................................................................................................ 21 Create a New Container .................................................................................................................................................... 21 Opening or Editing a Container ......................................................................................................................................... 21 Sharing a Container ........................................................................................................................................................... 21 Deleting a Container ......................................................................................................................................................... 23 Managing a Container ....................................................................................................................................................... 23 Container Scoped Objects ............................................................................................................................................. 23 Record Types ......................................................................................................................................................................... 25 Working with Record Types .............................................................................................................................................. 25 Creating Record Types .................................................................................................................................................. 25 Editing Record Types ..................................................................................................................................................... 26 Deleting Record Types .................................................................................................................................................. 26 Inheritance .................................................................................................................................................................... 27 Permission, Roles and Security ............................................................................................................................................. 28 Object Permissions ............................................................................................................................................................ 28 Record Control .............................................................................................................................................................